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Concurrent Investment Advisors, LLC: ORCL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on ORCL, newest first. How the timeline and the estimate are built.

Concurrent Investment Advisors, LLC held 174,482 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,482 shares
    Change vs previous 13F +14,385 shares

    0.22% of the 13F portfolio, value $25,570,357.

    13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 160,097 shares
    Change vs previous 13F -5,533 shares

    0.26% of the 13F portfolio, value $23,551,918.

    13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 165,630 shares
    Change vs previous 13F +57,290 shares

    0.37% of the 13F portfolio, value $32,282,979.

    13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 108,340 shares
    Change vs previous 13F +4,174 shares

    0.53% of the 13F portfolio, value $30,469,675.

    13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 104,166 shares
    Change vs previous 13F -10,507 shares

    0.44% of the 13F portfolio, value $22,773,710.

    13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 114,673 shares
    Change vs previous 13F +14,579 shares

    0.39% of the 13F portfolio, value $16,032,453.

    13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 100,094 shares
    Change vs previous 13F +11,570 shares

    0.45% of the 13F portfolio, value $16,679,588.

    13F-HR 0001667731-25-000197 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 88,524 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $15,084,566.

    13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).